Allowing you time to focus on what matters most ...

Our planning team will:

  • Listen to you
  • Recognize your family's priorities
  • Identify your goals
  • Provide you with solutions
  • Be forthright
  • Simplify your life

Our team will proactively work with you and your family to develop an individualized financial plan which offers professional solutions to address your concerns and goals.

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Financial Planning Tip of the Month

Important IRS Adjustments for 2013
IRAs & workplace retirement plans have higher contribution limits.

The IRS has set annual contribution limits for IRAs, 401(k)s and other retirement plans higher for 2013, and made other important adjustments for inflation as well. Here is an overview of some notable changes just announced.

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Quarter I Topic

Should You Reduce Risk Exposure as You Get Older?

A study suggests the “conventional wisdom” may be flawed.

If you move away from equities with age, are you making a mistake? For some time, financial professionals have encouraged investors to lessen their exposure to the stock market as they get older. After all, a 60-year-old has less time to recover from a market downturn than someone decades away from collecting Social Security checks.

Is that conventional thinking flawed? It might be.

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Employee Benefits Questionnaire

Your employee Benefits Open Enrollment can be stressful, so help us, help you! We would like to know how much you know about your employee benefits. Complete this short questionnaire and be entered to win a $100 gift card!